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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Welch is a financial advisor with Verus Financial Partners. Brian has been in the industry since 2008. Brian is a Certified Financial Planner with over 15 years of experience providing financial planning and portfolio management services to individuals and families. Brian is dedicated to helping clients achieve their financial goals through a personalized approach. Brian holds the Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
02/18/2008 - Present
Verus Financial Partners (RICHMOND VA)
IA
Issued 02/15/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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